Householder Group Estate & Retirement Specialist’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-279
Closed -$25K 840
2024
Q3
$25K Buy
279
+2
+0.7% +$179 0.01% 629
2024
Q2
$27K Sell
277
-80
-22% -$7.8K 0.01% 603
2024
Q1
$38.2K Buy
357
+2
+0.6% +$214 0.01% 528
2023
Q4
$33K Buy
355
+6
+2% +$558 0.01% 545
2023
Q3
$34.1K Buy
+349
New +$34.1K 0.01% 525
2023
Q1
$30K Buy
+347
New +$30K 0.01% 547
2022
Q4
Sell
-341
Closed -$28K 676
2022
Q3
$28K Buy
+341
New +$28K 0.01% 506